Safe Harbor Wealth Mgmt., Inc. 401(k) Plan

The Safe Harbor Wealth Mgmt., Inc. 401(k) on its latest Form 5500

Safe Harbor Wealth Mgmt., Inc. (EIN 22-3832991) reports SAFE HARBOR INVESTMENTS 401(K) PLAN on its most recent Form 5500, with $850K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Safe Harbor Wealth Mgmt., Inc. filing — schedules, fees, and providers.

Who runs the Safe Harbor Wealth Mgmt., Inc. 401(k)?

Safe Harbor Wealth Mgmt., Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Safe Harbor Wealth Mgmt., Inc.HR for the recordkeeper’s name and login.

How to check your Safe Harbor Wealth Mgmt., Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Safe Harbor Wealth Mgmt., Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).